CASE STUDY

The Background

A 90 year old female had a $3,000,000 insurance policy Business Tagline with Mass Mutual. The annual insurance premiums were$96,000. The cash surrender value was only $80,000.

The Problem or Challenge

The insured had too much life insurance for her needs. She also had a $5,000,000 policy for a combined $8,000,000 in coverage.

The Source of the Lead

Internet(website)

The Solution

The client received a purchase price of $950,000. In short she netted hundreds of thousands of dollars more than the cash surrender value offered by her insurance company.

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